Manage Your Money Like a Boss

My Chief Wealth Officer Program Was Designed For YOU,
The Small Business Owner

If you feel cloudy or confused about money management, bookkeeping, or taxes, this is the right course for you. Most entrepreneurs don’t start out with the financial know–how needed to run a smart, savvy and successful business (confession – this includes me).

I created this program because I realized that MOST entrepreneurs don’t understand small business finance 101. And what’s worse, there isn’t really a good resource out there that teaches the basics.

If you have a bookkeeper or accountant who hasn’t clearly explained all this money mumbo jumbo to you, trust me – you aren’t alone. I have worked with many entrepreneurs who feel clueless – and worse, ashamed – that they don’t have these basic business skills.

Program Benefits

This video course – which includes workbooks and cheat sheets – is designed to take you from accounting novice to expert at your own pace.

  • Have the language and vocabulary you need to have wise conversations with your accountant , tax preparer, or bookkeeper
  • Understand the different types of expenses you can deduct, the ones you can’t, and the ones that have certain rules
  • Learn the 3 major financial reports you need to run your business
    Understand how your taxes are calculated (hint – it’s not just based on your profit)
  • Set up a solid bookkeeping system

Please note: All sales are final.


Justine’s Chief Wealth Officer course taught me a host of new skills that I never even knew I needed to support the financial management of my business. Justine is personable, funny and capable of making even the driest of bookkeeping topics entertaining. I highly recommend this program to any and all small business owners and entrepreneurs.

Elizabeth Cronise McLaughlin

Founder of the Gaia Leadership Project

Justine is a dynamic instructor who manages to make learning about bookkeeping interesting and fun. I love her no-nonsense attitude and her thorough materials!

Amanda Hofman

Founder of Urban Girl Squad

I have known Justine for a long time and she has proved time and time again to be a trusted (and amazing!) resource. Chief Wealth Officer course really helped give me clarity around how to read the financial reports I need to run my business. I highly recommend her courses – she makes the complicated topics of taxes and small business finance easy to understand.

Sarah Phelps

President PES Film, Inc. (Academy Nominated)


Chief Wealth Officer is divided into six sections:

Accounting Terminology

Learn the language of accounting

The Profit & Loss Statement

Understand your business health

The Balance Sheet

Understand your assets & liabilities

Sales Course

Learn how to set objectives and grow your business

Document Organization

Reduce the clutter and get your financial life organized

The Cashflow Statement

Understand how much cash is coming in and going out

Program Details

When you download Chief Wealth Officer you get:

Video Lessons

  • Accounting Terminology
  • Understanding the Profit & Loss
  • Understanding the Balance Sheet
  • Understanding the Cash Flow Statement
  • How to Set Up a Bookkeeping System


  • Cheat Sheet & Glossary
  • Quick Reference Guide to Source Documents
  • Weekly Bookkeeping Checklist


  • Profit & Loss
  • Balance Sheet
  • Cashflow Statement


Only $199!

Please note: All sales are final.

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